Integrated Currency Manager

Transcription

1 Solution Training Integrated Currency Manager Get the Most out of Learning Integrated Currency Manager by Using These Tools Which are Designed for Both New and Existing Users. July 2015

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3 Solution Training This Integrated Currency Manager essentials training contains the key components you need to feel comfortable in navigating and managing the order life cycle. Several Ways to Learn Online Self-Paced Training Courses () Set your own learning pace and absorb key concepts through self-study and practice. Our s offer you the most flexibility for learning how to use Integrated Currency Manager. You can take our s any time, day or night, based on your scheduling preferences. You can retake them to practice as many times as you wish within your subscription period. These courses are denoted by (). Online Self-Paced Assessments (SPA) Complete your assessments on-line after completing any type of live, virtual, or self-paced training on-line. Assessments provide certificates of achievement so that you can maintain an historical record of your learning achievements. These courses are denoted by (SPA). Pre-Recorded Webinars (W) Webinars cover new options, features and trending topics regarding Integrated Currency Manager. Our experienced subject matter experts are recorded presenting demonstrations and these recordings are made accessible to you. These courses are denoted by (W). Live Instructor Led Training () Led by our experienced subject experts (SMEs), live instructor led training provides instruction and Q&A opportunities in person, applying real-life customized training for Integrated Currency Manager implementations where you will learn hands-on in a live environment. As product specialists lead you through instruction, you will complete tasks and assignments that directly impact your Integrated Currency Manager application and implementation. These courses are denoted by (). Virtual Instructor Led Training (VLT) Led by our experienced subject matter experts, experience the same benefits as learning in a traditional classroom without ever having to leave your office. Your instructor assists you in connecting to a Fiserv website that is specifically prepared and assigned to you for the duration of the training session. As the instructor guides and leads through instruction, you will follow along and complete practice assignments as well as interact with others in your same virtual classroom. These courses are denoted by (VLT). Customized Learning for You with Plans, Courses and Lessons Plans Plans are a collection of courses that are required in order to receive credit for completion for the entire series. These can be assigned to you based on your purchase agreement with our sales team. Courses Courses are a collection of individual lessons all relating to the same topic. Some courses may come at no cost, some courses will be included within a plan purchase, and some courses may be purchased via Pay Go. Courses will automatically provide a certificate of completion, while passing the related assessment will provide a certificate of achievement. Lessons Lessons are the smallest unit of learning. A lesson could be any type of learning listed in the left column, which focuses on a specific topic within a course. For example, Entity Management is a course, and within this course are six different lessons, each focusing different topics like Profile Details, Service Schedule and so on. Lessons are included in the price of the course. 3

4 Integrated Currency Manager Essentials Integrated Currency Manager Essentials is the introductory course that introduces Integrated Currency Manager to the user. Users will learn the purpose of Integrated Currency Manager, how to navigate the system, fundamental terminology and workflows. Historical Transaction Management Historical Transaction Management reviews the type of data that is exported from the cash source and into Integrated Currency Manager, while considering its relevance to accurate ordering and forecasting. Recognizing and managing errors and alerts is also included. Fundamentals Understand the core objective of Integrated Currency Manager and how it meets this objective. Introduction to Users An introduction to the different types of users in Integrated Currency Manager and their primary functions. Workflows Understand the work flows within Integrated Currency Manager, how data enters the system, how users work with data in Integrated Currency Manager, and how data can be retrieved from the system. Components Become familiar with the different components of Integrated Currency Manager, and the purpose of each. Learn how they work together in both Integrated Currency Manager and Configuration interface. Environment Focus on the layout of Integrated Currency Manager, how to navigate within and perform core functions available such as searching, and so on. User Customization Customize the Integrated Currency Manager interface to suit the users preferences. Fundamentals Understand what transaction data is and learn about the import/export work flow process. Data Fields Understand the various data fields that are collected and imported into Integrated Currency Manager and review examples of data imports. Aggregate or Denomination Understand the difference between aggregate and denominational data. Recognize and Resolve Errors Recognize when data transmission errors occur, and how to correct and resolve them. Maintain Transactions Environment Navigate within the Maintain Transactions tab while becoming familiar with the environment. Managing Transaction Records Manually add, edit or delete transaction records. Rejected Transactions Introduction Focus on the layout of Rejected Transactions and how to navigate within them. Managing Rejected Transactions Resolve rejected transactions by editing, deleting, or creating transactions and connecting it to an entity. Integrated Currency Manager Essentials Details Course Length 2 hrs 1.5 hrs Historical Transaction Management Details Course Length 4 hrs 2 hrs Contract Price $ Pay Go Price $ Contract Price $ $ Pay Go Price $ $

5 Organization Profile Management Organization Profile Management reviews how to create an organization profile, including how to assign entities, and how to create a holiday calendar for the organization. Contacts and Currencies are also reviewed. User Management User Management reviews how to create and manage user profiles in Integrated Currency Manager, including how to assign users to entities, set tolerance limits and user functions among other options. Fundamentals Understand what an Organization Profile is and why it is important. Organization Search and Details Search for organizations and learn how to create an organization profile by learning how to complete the Organization Details tab. Entities Assign entities to organizations. Holiday Calendar Review the assigned Holiday Calendar on the Calendar tab, how to access Holiday Calendars directly, how to create and manage holiday calendars. Currencies Create credit limits by currency for the organization on the Currencies tab. Contacts Create contacts and add them by organization on the Contacts tab. Fundamentals including Navigation Navigate within the Users profile, and available functionality. Creating a New User Create a new user profile, and completing the User Details tab. User Functions and Entities Choose the correct type of user function when assigning users to entities. Manage User Functions Activate or deactivate a user, unlock a user, reset user and reset user passwords. Assigning User Roles Assign/manage roles by user. Apply Tolerance Settings Set tolerance levels by user. Vendors Assign vendors by user. Filters Assign filters by user. Organization Profile Management Details Course Length 3 hrs 1.5 hrs User Management Details Course Length 3 hrs 1.5 hrs Contract Price $ $ Pay Go Price $ $ Contract Price $ $ Pay Go Price $ $

6 Role Management Role Management reviews how to create roles, customize resource privileges and assign roles to users. Denomination Patterns Denomination Patterns delves into creating denomination patterns, which are used to specify the currency parameters required for placing orders. Fundamentals Understand what a role is and why it is an important feature of Integrated Currency Manager and how to navigate the three main role screens. Create a New Role Create a new role. Set Resource Privileges Define resource privileges and how to modify them to adjust the role s permission levels. Assign Roles to Users Assign roles to users. Manage Roles Search, view, modify, copy and delete roles. Fundamentals Understand what a denomination pattern is, and how it works in conjunction with other areas to form the ideal order. Navigation and Environment Become familiar with the Denom Patterns tab and understand the layout along with how to search for Patterns. Create a Denom Pattern Set up a denom pattern based on the type of entity and the order method settings. Understand the connection between denom data and its impact in other Integrated Currency Manager areas. Discover new concepts such as Operational Minimum, Thresholds and so on. Assigning Entities Assign entities to a denomination pattern. Role Management Details Course Length 2 hrs 1 hrs Denomination Pattern Details Course Length 6 hrs 3 hrs Contract Price $ $88.00 Pay Go Price $ $93.18 Contract Price $1, $ Pay Go Price $1, $

7 Service Calendars Service Calendars explores how to create service calendar templates, which are used to generate schedules for entities. This course covers how to perform this task for each type of entity. Entity Management Entity Management reviews how to set up each type of entity based on the unique needs of your company. The five core sub-tabs are covered in this course and are explained based on the type of entity being set up. Fundamentals Understand what Service Calendars are and how they are utilized to create schedules. Navigation and Environment Search for service calendars and how to navigate the environment. Create a Template and Add Service Dates Create a service template will learning best practice methods. Learn how to create service dates, all about fill methods, and how add and replace confirm. Assign Entities Assign entities to a template, review how it is displayed also in the Entity Management tab. Fundamentals Understand how to search and navigate with the Entity Management tab, along with the purpose of the entity and how to determine the type that needs set up. Profile Details Review all of the demographic elements needed on the Profile Details sub-tab and when to use which fields. Order Parameters Complete the Order Details subtab by learning when to use each type of field. Entity Relationship Assign entities to other entities, either one to one, or one to many. User Relationship Assign users to entities and the importance of doing so. Schedule Assign calendar templates, and create a service schedule for an entity. Service Calendars Details Course Length 3 hrs 1.5 hrs Entity Management Details Course Length 6 hrs 4.5 hrs Contract Price $ $ Pay Go Price $ $ Contract Price $1, $ Pay Go Price $1, $

8 Order Life Cycle Order Life Cycle is a composite course made up of several different areas in Integrated Currency Manager all of which contribute to the lifecycle of an order. This course will provide an understanding of how all types of dates and lead times work together in Integrated Currency Manager. Orders Management 1 Orders Management 1 introduces the concept of orders including how to know when to place them, and for what amounts. This course also covers, navigating order screens, and order screen field definitions. Fundamentals Get a high level fundamental view of the entire order life cycle process. Lead and Lag Times Review the different types of lead and lag times; their impact on the order lifecycle, and how to effectively set and manage lead times. Organization Operation Dates Configure open and closed dates while understanding its impact on the order life cycle, and how to effectively set and manage these dates. Holiday Calendar Configure the organization s holiday calendar while understanding its impact on the order lifecycle, and how to effectively manage holiday calendars. Service Calendar Templates Set up service calendar templates while understanding their impact on the order lifecycle, and how to effectively manage it. Order Methods Review what the four types of order methods are and their impact on the order lifecycle. Fundamentals Understand core concepts and essentials when it comes to ordering. Navigation Review the general layout of the orders tabs, along with searching techniques, and the Navigation pane. Orders Tab Review the fields in depth on the Orders tab and learn how to use this tab to perform various functions. Orders Detail Tab/Service Details Review the fields in depth on this sub-tab and learn how to analyze, recalculate, submit and approve orders. Order Details Tab/Performance Analyze order performance for the entity by studying performance trends. Order Details Tab/Forecasts and Order History Study Forecast and Order History for the entity and learn how to analyze the information to determine if changes are needed. Order Details Tab/Analysis Go more in depth by studying the analysis tab. Order Life Cycle Details Course Length 4 hrs 2 hrs Orders Management 1 Details Course Length 6 hrs 4 hrs Contract Price $ $ Pay Go Price $ $ Contract Price $1, $ Pay Go Price $1, $

9 Orders Management 2 Orders Management 2 provides insight and training on daily tasks as it relates to the analyst or the reviewer. Outage Alerts Outage Alerts covers how to review and resolve order outages when/if they occur using the Outages tab. Analyst and Reviewer Cross Functional Review a high level work flow illustrating how analysts and reviewers work together to resolve issues and manage orders effectively. Analysts and Orders Walk through creating and managing orders from the analyst perspective. Reviewers and Orders Walk through creating and managing orders from the reviewer perspective. Fundamentals Understand what an order outage is, what triggers it, what can be done to mitigate outages and how to resolve them if they do occur. Navigation Become familiar the layout of the Outages tab, how to search for outages and how to review details. Resolving Outages Review the steps involved to resolving outages working through various scenarios. Orders Management 2 Details Course Length 3 hrs 1.5 hrs Outage Alert Details Course Length 3 hrs 1.5 hrs Contract Price $ $ Pay Go Price $ $ Contract Price $ $ Pay Go Price $ $

10 Forecasting Learn all about Forecasting in this course designed to get you up to speed on how to accurately set up your system to achieve the most out of forecasting. Enjoy Unlimited Access to The Learning Center at No Cost Each user who participates in our learning program will have access to The Learning Center at no additional cost. Fundamentals Learn why forecasting is so critical and how it can forever change the way orders are placed. Forecast Adjustments Review the Forecast Adjustments tab, and understand the difference types of forecast adjustments available and their impact on orders and the general forecast. Here are just a few of the features users will be able to enjoy: Access to all training materials and resources 24/7 Connect to self-paced training and assessments Search for and register for instructor led courses Access learning history, assignments and so on Access certificates of completion and achievement Order Details- Forecasts Review and analyze future forecasts that impact particular entities from the Forecast sub-tab on the Order Details tab. Measuring Forecast Accuracy Analyze your forecasts, and how to recognize risk and probability within them. Forecasting Order Method Set up a forecasting entity to forecast automatically, also know how often forecasts occur. Forecasting Details Course Length 6 hrs 3 hrs Contract Price $1, $ Pay Go Price $1, $

11 Plans and Pricing Tailored for Your Needs Select the plan that is best for the needs of your organization. Use the plan comparison on the following page to choose your ideal option. Integrated Currency Manager Essentials Collection Finance Options Contract Plan Contract Plan *Orange Plan Pay Go Instructor Led Training Self-Paced Training Instructor Led Training Instructor Led Training Collection Collection and Self-Paced Training and/or Self-Paced Training Course Types Included and and/or Total Courses Included 13 Courses / 71 Lessons 13 Courses / 71 Lessons 13 Courses / 71 Lessons 13 Courses / 71 Lessons Subscription Term 1 year 1 year 1 year No subscription required. Repeat Sessions Included None. One live class per course per contract annually. Unlimited usage during subscription term. s: Unlimited usage during subscription term. s: One live class per course per contract annually. s: Once course is purchased on-line, it is unlimited usage and accessible for 1 year. s One live class per course purchase. Required Prerequisites None. ( Contract Plan is recommended in addition) Yes. Contract Plan. None. None. Access to Job Aids and Documentation Included at no additional cost. Access to Learn Center Included at no additional cost. Contract Price $10,200 per user $2,500 per user $10,900 per user Pay On-Line with credit card or Pay Pal, prices will vary. See courses in catalog for specific pricing information. **For Instructor Led Training () special group discounts may apply. Speak to your sales representative for more information 11

12 Cancellation Policy Cancellations made fewer than 14 days prior to the first day of a course and five days prior to the first day of a webinar are subject to a 50% cancellation fee. Confirmed participants who do not attend their scheduled sessions are liable for a 50% cancellation fee. You may make substitutions at any time. Disclaimer The Integrated Currency Manager Education Program is a new program and all courses discussed in this guide will be partially available as of July 27, 2015 and will continue to be added to Learning Center on a continual and frequent basis. All materials are available in English only until further notice. Fiserv reserves the right to cancel a scheduled course with a 14-day notice and to cancel a workshop webinar, or virtual training with a 5-day notice to registrants. If a course or webinar is canceled for any reason, Fiserv liability is limited to the fee only. Calling All Trailblazers Because this is a brand new program, we would like to offer those who are first to purchase between now and the end of the year a two-year subscription access instead of one! Talk to your account manager for more information. 12

13 Your Feedback is Important For any questions relating to this program please contact our training administrator at or Special Group Discounts Available Ready to Purchase But Not Ready to Use? That is okay! We will begin your subscription plan from the effective date that you give to us. It will remain effective for one year from the date that you provide to us as the effective date. Contact to find out more. Check with your account manager to find out more about our special group discounts for live instructor led training. 13

14 Connect With Us For more information about Integrated Currency Manager, call , or visit To access The Learning Center, go to Built for our clients to get the most out of Cash & Logistics solutions from Fiserv, The Learning Center contains several tools that allow you to: Access documentation, such as Release Notes and so on Access interactive training tutorials Search catalogs for upcoming events and register View or print certificates of achievement View or print learning history Search and register for courses New Courses Added on a Continual Basis In addition to the courses in this catalog, additional supplemental courses will also become available. If you would like to be notified of new course additions, please contact our training administrator at CLeducation@fiserv.com. Some of these courses added will be at no charge, and some will be for a fee. 14

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